Industry Voice: Philip Dicken, Head of European Equities at Columbia Threadneedle Investments, says the European market is generally efficient, but inefficiencies often appear at times of dislocation and volatility. We aim to take advantage of these and...
Partner Insight: A changing regulatory landscape and market volatility are on the agenda
Industry Voice: Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.
Politics, policy and perseverance
Industry Voice: Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments, says UK firms which are busy making contingency plans and not waiting for clarity from politicians could prosper, and that going into 2019 there are many undervalued...
Industry Voice: As responsible and sustainable investors, we are often asked for our opinion on the FAANG stocks which dominate the US tech market and whether we would deem these suitable investments.
INDUSTRY VOICE: Consideration of ESG issues does not end when the investment decision is made. Through active engagement and voting, investors and companies work to improve the management of risk and create conditions for long-term outperformance.
Industry Voice: As we approach the New Year, a range of disruptive forces present distinct challenges for investors - playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and...
Industry Voice: William Davies, Global Head of Equities at Columbia Threadneedle Investments, deconstructs the fear factors for 2019, from trade and interest rates to China, emerging markets and geopolitics.
An underappreciated allocation opportunity
Industry Voice: Mark Burgess, CIO EMEA at Columbia Threadneedle Investments, discusses the factors extending the business cycle and gives his outlook into 2019
INDUSTRY VOICE: For investment professionals only. Capital invested will be at risk and there is no guarantee of any return.
Partner Insight: Gavin Launder, Lead Fund Manager of the Legal & General Growth Trust, on the four characteristics of a growth stock and how he identifies a mispriced equity
INDUSTRY VOICE: Investors face many challenges throughout their investment journey, especially when investing in foreign markets. Red tape, bureaucracy, a lack of verifiable information - these are just some of the hurdles along the way.
Industry Voice: More money than ever is pouring into index funds. We're taking a more proactive approach to the risks that come with the crowds.
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger's experience of managing global equities since 1990 means that he has a clear and consistent focus on three types of 'investments' when it comes to allocating stocks for his...
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
Industry Voice: How to uncover innovative potential
INDUSTRY VOICE: For historical reasons, Japan has often been overlooked by income-seeking investors. However, as Karen See, co-manager of the Baillie Gifford Japanese Income Growth Fund, explains, this is changing. Improved corporate governance is driving...
Industry Voice: Through active engagement and by refraining from holding companies that fail to meet the minimum standards of business practice, ETF investors can benefit from something truly different.
Industry Voice: Tapping into the forgotten EM opportunities
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, on how a contrarian view allows him to seek out undervalued equities in continental Europe.
Industry Voice: Lyxor ETF's guide to investing in US Equities